Back to filter
Original filing (PDF)20250603074115NAL0007085571001
ATHENS ACADEMY, INC
Form 5500
FILING_RECEIVED
TIAA-CREF ANNUITY PLAN FOR THE FACULTY AND THE ADMINISTRATION OF ATHENS ACADEMY
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
274
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHENS ACADEMY, INC.
Plan sponsor
Name
ATHENS ACADEMY, INC
EIN
58-6055242
Address
1281 SPARTAN LN · ATHENS, GA · 306065321
Phone
(706) 549-9225
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-01
Tax period
2024-10-31
Filed
2025-06-03
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
SEYMOUR & PERRY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
20 direct securities · 1 pooled fund· $25.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$19.3M
19 holdings
Uncategorized
$5.4M
1 holding
Pooled Separate Account
$935K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance Company General Contract TIAA Traditional Non Benefit Responsive NBR | — | — | $4.0M | $5.4M | 21.0% | |
| CREF Stock | Registered Investment Companies | — | $2.2M | $5.1M | 19.8% | |
| CREF Growth | Registered Investment Companies | — | $1.1M | $2.9M | 11.4% | |
| CREF Global Equities | Registered Investment Companies | — | $1.5M | $2.8M | 10.8% | |
| CREF Equity Index | Registered Investment Companies | — | $1.4M | $2.6M | 10.3% | |
| CREF Social Choice | Registered Investment Companies | — | $755K | $1.1M | 4.1% | |
| TIAA Access Lifecycle 2040 T4 | Registered Investment Companies | — | $703K | $982K | 3.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $811K | $935K | 3.6% | |
| TIAA Access Lifecycle 2035 T4 | Registered Investment Companies | — | $501K | $615K | 2.4% | |
| TIAA Access Lifecycle 2030 T4 | Registered Investment Companies | — | $424K | $550K | 2.1% | |
| CREF Core Bond | Registered Investment Companies | — | $502K | $549K | 2.1% | |
| TIAA Access Lifecycle 2045 T4 | Registered Investment Companies | — | $429K | $537K | 2.1% | |
| CREF Money Market | Registered Investment Companies | — | $375K | $409K | 1.6% | |
| TIAA Access Lifecycle 2060 T4 | Registered Investment Companies | — | $256K | $363K | 1.4% | |
| TIAA Access Lifecycle 2050 T4 | Registered Investment Companies | — | $182K | $252K | 1.0% | |
| CREF Inflation-Linked Bond | Registered Investment Companies | — | $198K | $217K | 0.8% | |
| TIAA Access Lifecycle 2025 T4 | Registered Investment Companies | — | $157K | $197K | 0.8% | |
| TIAA Access Lifecycle 2055 T4 | Registered Investment Companies | — | $94K | $115K | 0.4% | |
| TIAA Access Lifecycle 2015 T4 | Registered Investment Companies | — | $26K | $34K | 0.1% | |
| TIAA Access Lifecycle Rt Inc T4 | Registered Investment Companies | — | $24K | $27K | 0.1% | |
| TIAA Access Lifecycle 2020 T4 | Registered Investment Companies | — | $9K | $10K | <0.1% |
Related plans
Similar-size Educational Services plans
UNIVERSITY OF SCRANTON
RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON
$25.6M · 255 participants
WATERMARK INSIGHTS, LLC
WATERMARK INSIGHTS 401(K) PLAN
$25.6M · 189 participants
YESHIVA UNIVERSITY HIGH SCHOOLS
YESHIVA UNIVERSITY HIGH SCHOOLS RETIREMENT INCOME PLAN
$25.6M · 100 participants
BRIMMER AND MAY SCHOOL
BRIMMER AND MAY SCHOOL RETIREMENT PLAN
$25.6M · 107 participants
UNIVERSITY OF OKLAHOMA FOUNDATION
UNIVERSITY OF OKLAHOMA FOUNDATION SAVINGS PLAN
$25.7M · 194 participants
THE BELMONT DAY SCHOOL, INC.
BELMONT DAY SCHOOL DC RETIREMENT PLAN
$25.7M · 109 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants